Industry focused investment banking

At City National Bank and Wells Fargo, Michael oversaw transformation programs that modernized core platforms, digital channels, and payments systems. He has led the rollout of cloud-native architectures, microservices APIs, and open banking frameworks to enable real-time services, reduce technical debt, and accelerate product launches.

Under his leadership, teams have delivered double-digit improvements in digital adoption, cut operational costs by optimizing legacy systems, and accelerated time-to-market for new lending and treasury offerings. With deep expertise in banking operations, cloud migration, and fintech partnerships, Michael helps institutions pivot from maintenance mode to growth mode.

As an investment banker for Credit Suisse and MJC Partners, Hernan specializes in M&A advisory, capital markets, and growth strategy, with a focus on regional and mid-sized banks. His expertise spans banking technology, regulatory compliance, and operational transformation, enabling clients to navigate complex transactions and achieve sustainable growth.

Throughout his career, Hernan has advised on acquisitions, divestitures, and capital raises exceeding $7 billion. Previously, he held long-term senior leadership roles at City National Bank and Comerica Bancorp, and began his career as a commissioned bank examiner with the FDIC.

Bob specializes in M&A advisory work spanning the full lifecycle of the deal, from target company selection and due diligence through post-merger integration and acceleration of synergies.

Previously, Bob worked in private equity where he led the Acquisition Working Group, driving efficiencies in the deal process that resulted in early realization of cost savings and other synergies. He managed multiple acquisitions, leading working sessions with investment banks, law firms, corporate development, and management of target companies.

In another role, Bob led a team in the Investment Product Solutions group, bringing new alternative investment products and structures to market and growing a new client segment. He also led the merger integration of three wealth management firms.

Bob has held executive positions at Bank of America Merrill Lynch, Ares Management, Oaktree Capital, City National Bank, PricewaterhouseCoopers, and Ernst & Young. He holds FINRA Series 7, 24, 66, and 79 licenses and an MBA in Finance from Fordham Business School in New York.